| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 06-1055669 | Advisory (Plan) | $142,316 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $102,409 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PART Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,500 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $23,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 16.47% | 14.11%+2.4pp | 8.35%+8.1pp | 11.45%+5.0pp |
| Employer contribution / active EE | $16,393 | $29,055-43.6% | $27,010-39.3% | $17,219-4.8% |
| Participant deferral / active EE | $173 | $297-41.8% | $180-4.0% | $357-51.5% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |